See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,347 | $57,354+29.6% | $83,848-11.3% | $64,186+15.8% |
| Participation rate | 96.3% | 68.6%+27.6pp | 76.1%+20.1pp | 69.6%+26.7pp |
| Annual return | -6.76% | 11.38%-18.1pp | 850.88%-857.6pp | 7.63%-14.4pp |
| Employer contribution / active EE | $2,317 | $2,545-9.0% | $3,631-36.2% | $2,381-2.7% |
| Participant deferral / active EE | $4,661 | $2,993+55.7% | $4,082+14.2% | $3,470+34.3% |
| Admin fee / account holder | $2,608 | $4,046-35.5% | $5,478-52.4% | $4,888-46.6% |